tag:blogger.com,1999:blog-2286296294907842831.post8817272472527848511..comments2023-04-08T02:11:51.406-07:00Comments on Bones Insurance: Chartered Life Underwriter: Recession Proof Employment? Ringohttp://www.blogger.com/profile/09506068154852505840noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2286296294907842831.post-14998723403636455162015-03-16T03:37:57.731-07:002015-03-16T03:37:57.731-07:00A typical Chartered Life Underwriter curriculum co...A typical Chartered Life Underwriter curriculum consists of the following five core courses: 1) Fundamentals of Insurance Planning which includes insurance needs, risk management, industry operations, legal principles and regulation. Insurance topics include life, annuities. medical, disability, long-term care, personal property and liability. 2) Individual Life Insurance - includes policy types, use of annuities in financial planning, insurance reserves and investments. 3) Life Insurance Law - includes legal rights and obligations of the policy owners and insurers, resolving disputes, the judicial process, contract law, policy provisions, assignments, ownership rights, beneficiary designations, disposition of proceeds and privacy issues. 4) Fundamentals of Estate Planning - includes estate and gift tax planning, valuation, transfer, administration, property taxes, strategies, trusts, wills, power of appointment, marital deductions, buy and sell agreements in addition to ethics. 5) Planning for Business Owners and Professionals - includes legal and tax aspects of business formation, compensation, buy-sell agreements, estate planning, transfers and disposition of business interest. April Rainhttps://www.blogger.com/profile/17457473139568675050noreply@blogger.comtag:blogger.com,1999:blog-2286296294907842831.post-60188476941792704292015-02-18T02:04:04.122-08:002015-02-18T02:04:04.122-08:00The Chartered Life Underwriter Exam or CLU Exam re...The Chartered Life Underwriter Exam or CLU Exam refers to a program consisting of five college-level courses and three electives. Each course takes approximately three weeks to complete with the entire outline progression of study running from six to nine months in duration. Kathttps://www.blogger.com/profile/13405647236731392899noreply@blogger.comtag:blogger.com,1999:blog-2286296294907842831.post-12449267758630437432015-02-10T06:10:19.745-08:002015-02-10T06:10:19.745-08:00The term Chartered Life Underwriter refers to a ce...The term Chartered Life Underwriter refers to a certification program that serves as an indication of expertise in insurance products. The Chartered Life Underwriter Exam or CLU Exam, is developed and administered by the American College of Financial Services. The purpose of the certification is to ensure professionals are qualified to provide individuals and business clients with advice on topics such as health insurance and life insurance as well as estate and tax planning. Georgia Rainhttps://www.blogger.com/profile/11511755568379483270noreply@blogger.com